Objective
This SOP outlines how to edit an existing project in EnviroAutomate. The Edit Project page uses a tabbed layout with four tabs, allowing you to manage project details, view related records, manage associated sites, and handle documents.
Prerequisites
You must be logged in as a standard user or administrator
The project must already exist in the system
Key Steps
1. Navigate to the Project
Click "Projects" in the left sidebar under the Tasks section
Find the project you want to edit in the list
Click on the project row, or click the edit icon (pencil) in the Actions column
You will land on the General tab by default
2. Update Project Details (General Tab)
Modify any of the following fields as needed:
Name - Update the project name
Project Code - Update the project identifier. If you clear this field and a Client is selected, it will auto-generate a new code.
External Reference - Update the external reference number
Client Reference - Update the client's reference number
Client - Change the client organisation. This will update which sites are available to attach.
Project Manager - Change the assigned project manager
Report Reviewers - Add or remove report reviewers (supports multiple selections)
Status - Change the project status (e.g., Active, Completed, On Hold). This field is only available on the Edit page, not during creation.
Description - Update the project description
3. Update the Timeline
Start Date - Update the project start date using the date picker
Due Date - Update the project due date using the date picker
4. Update Defaults for Newly Attached Sites
Modify the default fieldwork task types and client report types that will be pre-selected when new sites are attached. Defaults are organised by fieldwork category:
Groundwater Monitoring Event - Fieldwork task types and client report types
Hazmat - Fieldwork task types and client report types
Soil Classification - Fieldwork task types and client report types
LFG and SEM (Landfill Gas and Surface Emissions Monitoring) - Fieldwork task types and client report types
Update the default personnel:
Default Fieldwork Technician - Change the default technician for new fieldwork tasks
Default Report Writer - Change the default report writer
5. Manage Project Sites
The Project Sites section on the General tab shows all sites currently attached to the project. For each attached site, you can configure:
Assigned Fieldwork Tasks - The fieldwork task types assigned to this site (shown in an expandable section)
Assigned Field Technician - The technician assigned to this site's fieldwork
Assigned Client Reports - The report types assigned to this site (shown in an expandable section)
Assigned Report Writer - The report writer for this site
Assigned Report Reviewers - The reviewers for this site's reports
To attach new sites, use the search field or click the "Attach Sites" button to open the site selection modal. To detach a site, click the delete icon next to it.
6. Save Changes
Review your changes
Click "Save" to update the project
The page will remain on the General tab with a success notification confirming the update
If new sites were attached, fieldwork tasks and client reports will be automatically created for those sites
Available Tabs
The Edit Project page has four tabs:
General - The main project details, timeline, defaults, and site assignments (covered above)
Related Records - A searchable table showing all records linked to this project, including fieldwork tasks, client reports, and other associated entities. Click on any record to navigate to its detail page.
Sites - A searchable, sortable table listing all sites associated with this project. Use this tab for a quick overview of all project sites.
Documents - A searchable table of all documents associated with the project, with an "Upload Document" button to add new documents. You can download, edit, or delete existing documents from this tab.
Differences from the Create Page
Status field - Not available on Create; allows you to change the project status on Edit (e.g., Active, Completed, On Hold)
Tabbed layout - Create is a single page; Edit has four tabs (General, Related Records, Sites, Documents)
Existing site assignments - Create starts with no sites; Edit shows all currently attached sites with their assignments which can be modified
Expandable site details - On Edit, each attached site has expandable sections for Assigned Fieldwork Tasks and Assigned Client Reports
Dispatch Now? - Available on Create to immediately dispatch tasks; not shown on Edit (tasks are created when sites are first attached)
After Save - Create redirects to Edit page; Edit stays on the current tab
Cautionary Notes
Always click "Save" before navigating to a different tab or away from the page, or your changes on the General tab will be lost
Changing the Client may affect which sites are available — existing site attachments will not be automatically removed
Attaching new sites will automatically create fieldwork tasks and client reports based on the current default selections
Detaching a site does not delete the fieldwork tasks or reports that were already created for it
Changes to default task types and personnel only affect newly attached sites, not sites that are already attached
Tips for Efficiency
Use the Related Records tab to quickly see all fieldwork tasks and reports associated with the project
Use the Sites tab for a quick overview of all project sites without the detail of the General tab
Use the Documents tab to upload and manage project-level documents
Expand the Assigned Fieldwork Tasks and Assigned Client Reports sections on each site to review and modify assignments
Update defaults before attaching new sites so they inherit the correct task types and personnel